Atticus Wealth Management’s Polaris PII Stock Holding History

Atticus Wealth Management’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-70	Closed	-$2.85K	–	504
2025 Q2	$2.85K	Sell	70 -10	-13%	-$377	﹤0.01%	552
2025 Q1	$3.28K	Hold	80	–	–	﹤0.01%	433
2024 Q4	$4.61K	Hold	80	–	–	﹤0.01%	434
2024 Q3	$6.66K	Hold	80	–	–	﹤0.01%	417
2024 Q2	$6.26K	Hold	80	–	–	﹤0.01%	415
2024 Q1	$8.01K	Sell	80 -3	-4%	-$276	﹤0.01%	418
2023 Q4	$7.87K	Sell	83 -12	-13%	-$1.1K	﹤0.01%	423
2023 Q3	$9.9K	Hold	95	–	–	﹤0.01%	404
2023 Q2	$11.5K	Buy	95 +12	+14%	+$1.33K	﹤0.01%	389
2023 Q1	$9.18K	Hold	83	–	–	﹤0.01%	387
2022 Q4	$8.38K	Hold	83	–	–	﹤0.01%	397
2022 Q3	$8K	Hold	83	–	–	﹤0.01%	395
2022 Q2	$8K	Buy	83 +3	+4%	+$311	﹤0.01%	426
2022 Q1	$8K	Hold	80	–	–	﹤0.01%	426
2021 Q4	$9K	Buy	+80	New	+$9.42K	﹤0.01%	367

Other funds holding PII

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atticus Wealth Management's PII Position: Q3 2025 in Review

Atticus Wealth Management sold out of Polaris (PII) in Q3 2025, closing a stake of 70 shares — an estimated $2.85K sold.

Atticus Wealth Management first reported a position in PII in Q4 2021 and held it in 15 quarters. The position peaked at $11.5K in Q2 2023. 427 funds tracked by Wall St. Rank hold PII as of Q3 2025.

Atticus Wealth Management reported no remaining Polaris position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 70 Polaris shares in Q3 2025, an estimated $2.85K.
Atticus Wealth Management first reported a position in Polaris in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Polaris position peaked at $11.5K in Q2 2023.
427 funds tracked by Wall St. Rank held Polaris as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.